With Europe in its best shape since 2008, Rogier will discuss why he feels that developments in listed real estate over the last two decades have resulted in a market which is more investible than ever. He will ask whether now is the time to consider broadening a domestic real estate portfolio into Europe, and will suggest that private market investors are in danger of missing out on the region’s most dynamic sectors.
Rogier Quirijns, senior vice president, head of Europe real estate,
Cohen & Steers
Rogier has 20 years of investment experience. Prior to joining Cohen & Steers in 2008, he was a senior real estate equity analyst with ABN Amro, covering France, Scandinavia and Benelux.
Ned will discuss how gold functions as an apolitical alternative to the US dollar, and why the fall in real interest rates and looser monetary policy is good news for the price of the yellow metal. He will also explain how gold can play a role in a diversified portfolio.
Ned Naylor Leyland, portfolio manager,
Merian Global Investors
Ned joined the firm in 2015, and manages the Merian Gold & Silver Fund. He is a well-known figure in the world of gold and silver investing, having more than 17 years’ investment experience.
Hugo will discuss why a long/short approach to managing European credit can add alpha through the cycle. He will also look at why now particularly in the current market environment investors can benefit from taking this approach.
Hugo Squire, portfolio manager,
Muzinich & Co
Hugo joined Muzinich in 2013. Prior that, he worked in the markets division at Société Générale on the credit trading desk.
Pietro will discuss how utilising a thematic investment style via alternative assets can produce attractive risk-adjusted returns in volatile and low-yield environments. He will also make the case for alternatives assets as a ‘complimentary replacement’ to bond allocations.
Pietro Nicholls, portfolio manager,
Pietro is manager for the VT RM Alternative Income Fund, and co-manager of the listed investment trust, RM Secured Direct Lending. He joined RM Funds to head up the investment team in 2013.
In this presentation, Nigel will discuss how investing in commercial freeholds with ground rents and very long leases creates a fund with a consistent income return and extremely low volatility. He will further discuss how a strategy that has previously only been available to the institutional market can now help to diversify your clients’ portfolio and provide a good yield.
Nigel Ashfield, managing director and fund manager,
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